Job Search

  • Search
PC3445

Part time IFA Administrator

Type: Permanent
Location: Ballynahinch
Salary: See description

On behalf of our client, a Wealth Management organisation, we are seeking an experienced Financial Services Administrator for a part time, permanent role in their Co Down Office.

Working 3 days- Tuesday, Thursday and Friday, (am to 5pm, the Administrator would provide support to a group of Financial Advisors.

 

·Providing professional customer service to new and existing clients via telephone, email and face to face when required.

·Using financial planning software to create, record and update client records.

·Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.

·Preparing client valuation reports and collate all documentation for client meetings

·Making appointments for the Financial Advisers when required.

·Ensuring documents are correct and up to date, liaising with clients to obtain these.

·Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally.

·Other administrative duties required

 

You will need:

·At least 2 years` experience in Financial Services within an IFA firm.

·Knowledge of pensions and investments

·Experience of processing business with providers/on platforms.

The post holder will receive a competitive salary based on skills and experience as well as a great range of benefits.

Please email your CV in Microsoft word format to Patricia by clicking on the link.

If this role isn't quite right for you but you would like to look for a new opportunity, please get in contact with us.

Applicants must ensure their CV is accurate and up to date. The CV should include your full employment history inclusive of dates, all academic achievements and full personal contact details.

Please note only applicants that match this criteria can be considered for the role.

Apple Recruitment Services is acting as an Employment Agency in relation to this vacancy. Apple Recruitment Services is an Equal Opportunities Employer.

Key Skills

Apple Recruitment

Latest Jobs

Customer Service Assistant

Loc: Belfast Salary: See description

Assets Officer

Loc: Belfast Salary: See description

Plumbing Vocational Tutor

Loc: Belfast Salary: Negotiable

Finance Assistant

Loc: Belfast Salary: £18000 +

Youth Engagement Officer

Loc: Co Tyrone Salary: See description

Apple Recruitment

References

We regularly use Apple Recruitment for temporary and permanent staff. Their consultants have taken time to understand the needs of our business and send us high calibre, job criteria specific candidates, saving us considerable time.

They are a pleasure to deal with, both professional and efficient. To date we have experienced a high success rate with the candidates supplied by them. I would have no hesitation recommending Apple Recruitment to both candidates and other businesses.

Recruitment Executive, N.G.O


Apple offer a prompt efficient service, they provide NIAS with all grades of staff and the staff concerned are always of a high standard and meet the requirements of the post. I always find the staff at Apple Recruitment Agency deal with any requirements The Trust may have in an extremely professional manner.

HR Advisor, NIAS

Latest Headline

COVID-19 - Our offices are now open and dealing with a high number or enquires. We thank you for your patience and wish you all good health. 


 


Register for Job Updates